+195.6%
EQT vs P
+252.7%
-57.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.0% | +3.7% | +1.0% |
| 7D | -1.2% | -4.1% | +3.0% | -0.7% |
| 30D | +1.1% | -14.0% | +15.1% | +2.7% |
| 3M | +4.8% | +41.4% | -36.6% | -0.4% |
| 6M | -10.6% | +54.2% | -64.7% | -16.8% |
| YTD | +3.4% | +40.4% | -37.0% | -3.0% |
| 1Y | +8.7% | +16.0% | -7.3% | +2.8% |
| 3Y | +35.0% | +140.7% | -105.7% | +6.6% |
| All | +195.6% | +252.7% | -57.1% | +110.0% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded P wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling